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The SBA Specialist plays a crucial role in the borrower experience, acting as the primary point of contact for small business owners navigating the SBA loan process. As an SBA Specialist, you will be responsible for guiding borrowers through documentation, ensuring a smooth and efficient loan process, and proactively identifying and resolving issues that may arise.

Additionally, SBA Specialists are measured on borrower engagement, document completion rates, loan conversion, and overall borrower satisfaction. You will advocate for borrowers by ensuring their needs are met while aligning with lender guidelines and SBA requirements. When challenges arise, you will work closely with Funding Desk Processors, Account Executives, and underwriters to address concerns and keep deals on track.

This is a quota-driven role, requiring both relationship management and sales acumen, similar to that of a relationship manager role at a bank. SBA Specialists ensure borrowers remain engaged, compliant, and well-supported throughout the loan process.

What you will own:

• Serve as the primary point of contact for borrowers, providing updates and answering loan-related questions.

• Educate borrowers on loan structuring and use of proceeds to set clear expectations.

• Ensure borrowers complete requested documentation, proactively following up via phone and email.

• Assist borrowers in gathering, reviewing, and submitting required SBA loan documents.

• Perform a high-level review of uploaded documents to understand the borrower’s business and identify potential loan structuring concerns.

• Track and manage all assigned deals through to completion using the CRM.

• Work closely with Funding Desk Processors to address lender feedback and outstanding document requests.

• Maintain clear and accurate notes in CRM to provide visibility for AEs and ensure smooth deal flow.

• Act on feedback from underwriting teams to resolve document issues efficiently.

• Maintain a strong borrower engagement rate and ensure timely document submission.

• Meet or exceed monthly performance targets based on loan volume and borrower progression.

• Adapt and optimize workflows to improve borrower conversion rates.

What you need to be successful in this position

• Experience in lending, banking, or financial services (SBA lending experience preferred but not required).

• Strong relationship management skills, with the ability to build trust and keep borrowers engaged.

• Excellent communication skills (both verbal and written), with the ability to simplify complex financial concepts.

• Highly organized and detail-oriented, with the ability to manage multiple deals at various stages.

• Quota-driven mindset, comfortable working in a sales-influenced role with performance targets.

• Proficiency in CRM software (Salesforce, HubSpot, or similar) and ability to track borrower progress effectively.

• A problem-solving approach, with the ability to address borrower concerns and lender requests proactively.

Pay Range:

Benefits

• Be part of a high-performing, collaborative team, and have fun at work each day

• Competitive pay

• A full suite of traditional benefits

• Untracked PTO (Paid Time-off)

• 401(k) with company match

• Company-contributed HSA

• Onsite gym and standing desks

• Wellness program

• Discounted cellular plans

• Company-contributed travel benefit

Get to know Lendio:

Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations.

Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America’s smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives—an employee-contribution and employer-matching fund, in partnership with KIVA–provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund.

Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.